9 reasons it's time for a new financial plan
A financial planning review is limited to analyzing the performance of your investment account
Financial planning is not a slice in the proverbial pie it is the pie. Investments are just the slice. When you have a holistic financial plan, you are able to recognize that cash flow, taxes, insurance, estate issues, and major expenses are integral parts of your financial plan. If your plan doesn't look look at all pieces, you might need a new one.